Create or Open Cost Estimations from Estimation Results

Help Guide for NextGen® Enterprise PM 8

Estimation Results in Patient Charts

On the Clinical History/Notes tab in a patient's chart, you can select Topics > Estimation Results . Estimation Results displays the cost estimates done for the patient. When a chart is created for a person and the person becomes a patient in the practice, the patient's completed estimates as well as the newly submitted estimates are displayed in the estimation results. Note: The estimation results do not display the estimates for a person without a chart. The estimation results display the following cost estimation details. Estimate Date Cost Estimate ID Service Date Payer Name/Self Pay Service Type Service Item Estimate Charge Estimate Allowed Estimate Patient Amount Patient Agrees To Pay Patient Paid Amount Event Encounter Status Created By Create or Open Cost Estimations from Estimation Results You can create or open a cost estimate from the estimation results in chart of a patient. Parent topic: Pre-Services Cost Estimation

Help Guide for NextGen® Enterprise PM 8

Create or Open Cost Estimations from Estimation Results

In NextGen® Enterprise PM, open the chart of the desired patient, and select the Clinical History/Notes tab. In Topics, select Estimation Results. The completed estimates for the patient are displayed. Do one of the following: To create a cost estimate, right-click the Details section, and select New. The Estimate Patient Cost window opens displaying the demographic information of the patient. To open a cost estimate, right-click the Details area, and select Open. The Estimate Patient Cost window opens displaying the cost estimation details. Specify the values, and submit them for cost estimation. A cost estimation is created with a new cost estimate ID and is added to the estimated results in the chart. Parent topic: Estimation Results in Patient Charts

Help Guide for NextGen® Enterprise PM 8

Cost Estimation for a Patient

In NextGen® Enterprise PM, a patient is a record that has a chart created in the practice and is denoted by . A chart includes the clinical and financial details related to the patient's encounters in the practice. A person can become a patient in the practice when a chart is created for the person. A patient record that has an account in the practice is denoted by . You can search for and find a patient in the practice on the Patient Lookup window. You can open the Patient Lookup window by selecting Chart on the toolbar or selecting Tasks > Lookup > Charts. You can use the search criteria to find the desired patient. To open the Estimate Patient Cost window, you can right-click the specific patient and select Estimate Patient Cost. If you initiate cost estimation for a patient using the Patient Lookup window, the following information is displayed. Demographic information of the person or patient and the guarantor All active and unhidden insurances Parent topic: Estimating Patient Cos

Help Guide for NextGen® Enterprise PM 8

Cost Estimation for a Patient

In NextGen® Enterprise PM, a patient is a record that has a chart created in the practice and is denoted by . A chart includes the clinical and financial details related to the patient's encounters in the practice. A person can become a patient in the practice when a chart is created for the person. A patient record that has an account in the practice is denoted by . You can search for and find a patient in the practice on the Patient Lookup window. You can open the Patient Lookup window by selecting Chart on the toolbar or selecting Tasks > Lookup > Charts. You can use the search criteria to find the desired patient. To open the Estimate Patient Cost window, you can right-click the specific patient and select Estimate Patient Cost. If you initiate cost estimation for a patient using the Patient Lookup window, the following information is displayed. Demographic information of the person or patient and the guarantor All active and unhidden insurances Parent topic: Estimating Patient Cos

Help Guide for NextGen® Enterprise PM 8

Sending Cost Estimation Form to NextGen® Enterprise Patient Portal

Before you begin The patient should be enrolled in the NextGen® Enterprise Patient Portal to send the Cost Estimation form from the Estimate Patient Cost window. Generate a cost estimation or select an existing estimate. Select Send to Patient Portal. The Send Forms to Patient Portal window opens. Select the forms from the Cost Estimation form group. Note: You can only send the forms that are in the Cost Estimation form group to the NextGen® Enterprise Patient Portal. Select Send. To send the previously generated estimate to the NextGen® Enterprise Patient Portal from the patient chart, do the following: Open the Estimation Results from the Clinical History/Notes tab in the patient's chart. You can also search for a specific cost estimation using the cost estimate ID. Right-click on the desired estimate. Select Send to Patient Portal. The Send Forms to Patient Portal window opens. Select one or more forms from the Cost Estimation form group. Select Send. Note: You can only send the for

Help Guide for NextGen® Enterprise PM 8

Estimation Results in Patient Charts

On the Clinical History/Notes tab in a patient's chart, you can select Topics > Estimation Results . Estimation Results displays the cost estimates done for the patient. When a chart is created for a person and the person becomes a patient in the practice, the patient's completed estimates as well as the newly submitted estimates are displayed in the estimation results. Note: The estimation results do not display the estimates for a person without a chart. The estimation results display the following cost estimation details. Estimate Date Cost Estimate ID Service Date Payer Name/Self Pay Service Type Service Item Estimate Charge Estimate Allowed Estimate Patient Amount Patient Agrees To Pay Patient Paid Amount Event Encounter Status Created By Create or Open Cost Estimations from Estimation Results You can create or open a cost estimate from the estimation results in chart of a patient.

Create or Open Cost Estimations from Estimation Results

Recommendations

Estimation Results in Patient Charts

Create or Open Cost Estimations from Estimation Results

Cost Estimation for a Patient

Cost Estimation for a Patient

Sending Cost Estimation Form to NextGen® Enterprise Patient Portal

Estimation Results in Patient Charts

Create or Open Cost Estimations from Estimation Results

Estimation Results in Patient Charts

Create or Open Cost Estimations from Estimation Results

Cost Estimation for a Patient

Cost Estimation for a Patient

Sending Cost Estimation Form to NextGen® Enterprise Patient Portal

Estimation Results in Patient Charts